-7.2%
LMNR price history and return analytics
+63.7%
-70.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.9% | -10.1% | -10.4% |
| 7D | -11.3% | -2.0% | -9.3% | -10.1% |
| 30D | -4.9% | -1.4% | -3.4% | -4.0% |
| 3M | +1.0% | +4.7% | -3.7% | -2.2% |
| 6M | -2.5% | +11.4% | -13.8% | -9.7% |
| YTD | +5.4% | +13.1% | -7.7% | -3.5% |
| 1Y | -9.7% | +19.0% | -28.7% | -20.3% |
| 3Y | -4.2% | +73.9% | -78.1% | -32.4% |
| 5Y | -7.2% | +65.4% | -72.6% | -32.8% |
| All | -7.2% | +63.7% | -70.9% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling